PWM
Palumbo Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
5,474
+243
| +5% | +$66.3K | 0.46% | 50 |
|
|
2025
Q1 | $1.4M | Buy |
5,231
+1,286
| +33% | +$345K | 0.47% | 50 |
|
|
2024
Q4 | $1.32M | Buy |
3,945
+266
| +7% | +$88.9K | 0.49% | 47 |
|
|
2024
Q3 | $1.01M | Buy |
3,679
+75
| +2% | +$20.5K | 0.39% | 56 |
|
|
2024
Q2 | $927K | Buy |
3,604
+765
| +27% | +$197K | 0.39% | 57 |
|
|
2024
Q1 | $855K | Buy |
2,839
+739
| +35% | +$223K | 0.38% | 60 |
|
|
2023
Q4 | $553K | Buy |
+2,100
| New | +$553K | 0.28% | 67 |
|